Old Mutual Customised Solutions’s American Express AXP Stock Holding History

Old Mutual Customised Solutions’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$4.26M	Sell	43,424 -1,100	-2%	-$108K	0.42%	53
2018 Q1	$4.15M	Hold	44,524	–	–	0.42%	52
2017 Q4	$4.42M	Buy	44,524 +14,000	+46%	+$1.33M	0.45%	47
2017 Q3	$2.76M	Hold	30,524	–	–	0.37%	62
2017 Q2	$2.57M	Buy	30,524 +1,700	+6%	+$135K	0.38%	62
2017 Q1	$2.28M	Buy	28,824 +3,224	+13%	+$252K	0.35%	65
2016 Q4	$1.9M	Buy	25,600 +7,200	+39%	+$498K	0.35%	63
2016 Q3	$1.18M	Sell	18,400 -2,400	-12%	-$154K	0.34%	63
2016 Q2	$1.26M	Sell	20,800 -3,800	-15%	-$241K	0.32%	65
2016 Q1	$1.51M	Buy	24,600 +2,900	+13%	+$169K	0.39%	58
2015 Q4	$1.51M	Hold	21,700	–	–	0.38%	60
2015 Q3	$1.61M	Buy	21,700 +1,900	+10%	+$146K	0.43%	53
2015 Q2	$1.54M	Buy	19,800 +1,400	+8%	+$111K	0.36%	58
2015 Q1	$1.44M	Buy	18,400 +8,900	+94%	+$739K	0.35%	60
2014 Q4	$884K	Buy	9,500 +1,700	+22%	+$152K	0.25%	93
2014 Q3	$683K	Sell	7,800 -2,700	-26%	-$243K	0.19%	111
2014 Q2	$996K	Sell	10,500 -900	-8%	-$81.1K	0.24%	78
2014 Q1	$1.03M	Buy	11,400 +400	+4%	+$35.7K	0.26%	77
2013 Q4	$998K	Hold	11,000	–	–	0.26%	79
2013 Q3	$831K	Hold	11,000	–	–	0.23%	90
2013 Q2	$822K	Buy	+11,000	New	+$783K	0.24%	76

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Old Mutual Customised Solutions's AXP Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its American Express (AXP) stake by 2.5% in Q2 2018, selling an estimated $108K and leaving 43,424 shares worth $4.26M. The position accounts for 0.42% of the portfolio, ranked #53.

Old Mutual Customised Solutions first reported a position in AXP in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.42M in Q4 2017. 1,429 funds tracked by Wall St. Rank hold AXP as of Q2 2018.

Old Mutual Customised Solutions held 43,424 shares of American Express worth $4.26M as of Q2 2018.
Old Mutual Customised Solutions sold 1,100 American Express shares in Q2 2018, an estimated $108K.
American Express made up 0.42% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #53 holding.
Old Mutual Customised Solutions first reported a position in American Express in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's American Express position peaked at $4.42M in Q4 2017.
1,429 funds tracked by Wall St. Rank held American Express as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.